How to add a Sales Viewing

Step 1 - Create Viewing Go into the unit you want to add the viewing against > click the add viewing button at the top right

 

 You will then be directed to fill in the following viewing information

• Listing Type - Viewing for sale or let?
• Unit - Unit the viewing will be assigned too
• Selected Buyer - Choose from an existing buyer already added to the system or create a new buyer
• Status and Date - Choose the current status and date of the viewing
• Assign to - Which colleague is hosting the viewing
• With unit vendor? - Will the vendor be there at the viewing or not
• Note - add any additional information here

Step 2 - Manage Viewings Once added, you can go to viewings page within the unit and see a list of viewings added against your unit. Here you can update the viewing status to the following Pending, Confirmed, Cancelled Viewed or No Show.

You can also add a new buyer by clicking the arrow down button on the right>Add Buyer

 

Note - These viewings will appear on your calendar when the status is updated to Confirmed

Next Step ---> Adding and managing offers